תגמולים ואישית לפיצויים

אלפא מור קופת גמל לחיסכון, קופת גמל לתגמולים וקופת גמל אישית לפיצויים - כספי (שקלי)

Returns, performance and investment exposure

Fund / track number 8699 · Data as of 08/2026

Cumulative return · 12 months4.23%Back to comparison
Last month0.30%
Year to date2.64%
3 years13.88%
5 years18.09%

Performance over time

Monthly compounded returns over the last 24 months

Full monthly data
Reporting monthMonthly returnCumulative return
09/20240.35%0.35%
10/20240.35%0.70%
11/20240.35%1.05%
12/20240.48%1.54%
01/20250.36%1.90%
02/20250.34%2.25%
03/20250.35%2.61%
04/20250.37%2.99%
05/20250.32%3.32%
06/20250.46%3.79%
07/20250.32%4.13%
08/20250.42%4.56%
09/20250.41%4.99%
10/20250.38%5.39%
11/20250.37%5.78%
12/20250.38%6.18%
01/20260.39%6.60%
02/20260.31%6.93%
03/20260.10%7.03%
04/20260.37%7.43%
05/20260.44%7.90%
06/20260.46%8.40%
07/20260.24%8.66%
08/20260.30%8.98%

Calendar-year returns

20244.46%
20254.57%

Investment exposure

Equity exposure
0.00%
Overseas exposure
0.00%
Foreign currency exposure
0.00%

— means complete data is unavailable. Missing data is not treated as a zero return.

The chart compounds monthly returns. Three- and five-year returns are cumulative. 2024 and 2025 each cover a full calendar year.

Source: Capital Market, Insurance and Savings Authority reports held in the Gemelnet database.

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Returns are nominal and gross. Past performance does not guarantee future returns. This information does not replace personal advice. Gemelnet is a private website, not the government service.